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Elevation Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Elevation Wealth Partners’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.1K Hold
301
– – 0.02% 235
2026
Q1 		$65.1K Buy
301
+86
+40% +$19.9K 0.02% 211
2025
Q4 		$55.5K Sell
215
-4
-2% -$1.06K 0.02% 227
2025
Q3 		$67.9K Buy
219
+5
+2% +$1.51K 0.02% 211
2025
Q2 		$68.6K Buy
214
+20
+10% +$6.59K 0.03% 204
2025
Q1 		$67K Buy
194
+20
+11% +$6.32K 0.03% 202
2024
Q4 		$49.4K Buy
174
+23
+15% +$6.69K 0.02% 230
2024
Q3 		$42.5K Sell
151
-8
-5% -$2.26K 0.02% 236
2024
Q2 		$41.2K Buy
159
+8
+5% +$1.99K 0.02% 230
2024
Q1 		$37.8K Hold
151
– – 0.02% 241
2023
Q4 		$34.4K Hold
151
– – 0.02% 236
2023
Q3 		$34.4K Hold
151
– – 0.03% 175
2023
Q2 		$33.2K Hold
151
– – 0.03% 185
2023
Q1 		$28.9K Buy
+151
New +$28.6K 0.03% 194

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Elevation Wealth Partners's AJG Position: Q2 2026 in Review

Elevation Wealth Partners held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 301 shares worth $69.1K. The position accounts for 0.02% of the portfolio, ranked #235.

Elevation Wealth Partners first reported a position in AJG in Q1 2023 and has held it in 14 quarters since. 447 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Elevation Wealth Partners held 301 shares of Arthur J. Gallagher & Co worth $69.1K as of Q2 2026.
  • Elevation Wealth Partners left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #235 holding.
  • Elevation Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 14 quarters since.
  • 447 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.